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Philadelphia, Pennsylvania

Principal, Senior Financial Advisor
Augustine Repetto is a principal and senior financial advisor in the Mid-Atlantic Region with offices in Philadelphia, Blue Bell, Cherry Hill, and Princeton. He has worked extensively for high-net-worth families assisting them in both investment and tax planning for more than 18 years. Augustine founded Locust Capital Management, LLC in 2008. Locust Capital was a fee-only Registered Investment Advisor (RIA)...
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Augustine Repetto
Principal, Senior Financial Advisor
William F. Casey, III is a principal and senior financial advisor in the HBKS® Philadelphia, Pennsylvania, office. His distinguished career includes senior management positions at some of the most respected global financial institutions, including GMAC, Merrill Lynch, Salomon Smith Barney, Union Bank of Switzerland and Mellon Bank. Bill has a technical background in global banking, asset and liability management, and...
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William Casey
Senior Financial Advisor
Andrew Purcell is a Senior Financial Advisor working in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Andrew co-founded Locust Capital Management where he spent nine years as a founding member. Prior to Locust Capital, he spent several years with RBS Citizens as a Commercial Banking Officer. Andrew also spent six years working in business development for a well...
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Senior Financial Advisor
Brian H. Welsh is a senior financial advisor in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Brian comes from a long line of investment professionals beginning with his grandfather, Harry Welsh, and granduncle, John Murphy, who were partners at Lilley & Co & Reynolds & Co., respectively, in Philadelphia the 1940s. Brian began his career in the trading...
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Financial Advisor
Chris Nagel is a Financial Advisor in the Philadelphia office of HBKS.  Prior to joining HBKS, Chris worked for BNY Mellon in Pittsburgh and Philadelphia as a Portfolio Analyst and a Senior Portfolio Analyst. He will be assisting other local advisors in growing the business in Philadelphia as well as managing his own book of clients Chris is a Chartered...
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Principal, Senior Portfolio Manager
Chris Hines is a principal and senior portfolio manager in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Mr. Hines began his career on Wall Street working for the Japanese investment bank, Nomura Securities, as a convertible bond trader. He has extensive experience in capital markets and has worked in both trading and senior analyst roles for his entire...
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Senior Advisor Associate
Rebekah LaCorte is a senior advisor associate in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). She joined Locust Capital Management in 2012 as Head of Operations. Rebekah joined HBKS® in 2017 after Locust Capital Management merged with the firm. Her responsibilities include overseeing all back office, client services issues, and technology programs. Rebekah currently holds her Registered Paraplanner...
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Senior Advisor Associate
Christina Markiw is a Senior Advisor Associate in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Christina began her career at Nuveen Investments where she worked in operations for 10 years in a variety of positions as an Account Coordinator, Portfolio Administrator and Investment Portfolio Specialist. She then spent 10 years at Logan Capital Management, Inc., initially as a...
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Advisor Associate
Candice Oakley is an advisor associate in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). She worked as a junior analyst at Locust Capital Management before the firm merged with HBKS®. Candice joined Locust Capital after graduating from Neumann University in May, 2014 with a degree in Business Administration and minor in Marketing. While attending Neumann University, Candice was...
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Client Support Specialist